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Original filing (PDF)20250925150940NAL0009334240001
HONOR TECHNOLOGY, INC.
Form 5500
FILING_RECEIVED
HONOR TECHNOLOGY, INC. 401(K) PLAN
401(k) retirement plan
Active participants
2,098
Accounts w/ balance
933
Plan assets (EOY)
$38.1M
Net assets (EOY)
$38.1M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- Only 44% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HONOR TECHNOLOGY, INC..
Plan sponsor
Name
HONOR TECHNOLOGY, INC.
EIN
47-1943214
Address
400 SOUTH EL CAMINO REAL, SUITE 800 · SAN MATEO, CA · 94402
Phone
(415) 999-0555
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-25
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $82K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MGMT CO | — | MILWAUKEE, WI | INVESTMENT ADVISOR | $30K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | — | SANTA BARBARA, CA | OTHER | $15K | — |
Investments
32 direct securities· $38.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2045 Trgt Date Retire R6 Mutual Fund | — | — | — | $6.2M | 16.2% | |
| American Funds 2050 Trgt Date Retire R6 Mutual Fund | — | — | — | $4.6M | 12.0% | |
| American Funds 2055 Trgt Date Retire R6 Mutual Fund | — | — | — | $4.5M | 11.9% | |
| American Funds 2035 Trgt Date Retire R6 Mutual Fund | — | — | — | $3.8M | 10.0% | |
| American Funds 2040 Trgt Date Retire R6 Mutual Fund | — | — | — | $3.5M | 9.3% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $2.0M | 5.4% | |
| American Funds 2030 Trgt Date Retire R6 Mutual Fund | — | — | — | $1.8M | 4.8% | |
| Fidelity Large Cap Growth Index Mutual Fund | — | — | — | $1.7M | 4.3% | |
| American Funds 2060 Trgt Date Retire R6 Mutual Fund | — | — | — | $1.3M | 3.3% | |
| Fidelity Total Market Index Mutual Fund | — | — | — | $1.2M | 3.1% | |
| American Funds 2025 Trgt Date Retire R6 Mutual Fund | — | — | — | $1.1M | 3.0% | |
| Gabelli U.S. Treasury Money Market I Mutual Fund | — | — | — | $658K | 1.7% | |
| American Funds 2065 Trgt Date Retire R6 Mutual Fund | — | — | — | $560K | 1.5% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $536K | 1.4% | |
| Columbia Dividend Income Instl 3 Mutual Fund | — | — | — | $477K | 1.3% | |
| Participant Loans to participants, bearing interest ranging from 4.25 to 9.50% | — | — | — | $430K | 1.1% | |
| DFA Investment Grade I Mutual Fund | — | — | — | $406K | 1.1% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $387K | 1.0% | |
| Fidelity International Index Mutual Fund | — | — | — | $354K | 0.9% | |
| American Funds 2020 Trgt Date Retire R6 Mutual Fund | — | — | — | $348K | 0.9% | |
| MFS Mid Cap Value R6 Mutual Fund | — | — | — | $336K | 0.9% | |
| Blackrock Mid-Cap Growth Equity K Mutual Fund | — | — | — | $296K | 0.8% | |
| JPMorgan International Equity R6 Mutual Fund | — | — | — | $283K | 0.7% | |
| PGIM High-Yield R6 Mutual Fund | — | — | — | $241K | 0.6% | |
| American Funds New World Bd R6 Mutual Fund | — | — | — | $219K | 0.6% | |
| Lord Abbott Developing Growth R6 Mutual Fund | — | — | — | $209K | 0.5% | |
| American Century Small Cap Value R6 Mutual Fund | — | — | — | $187K | 0.5% | |
| Calvert US Large Cap Core Rspnb Idx R6 Mutual Fund | — | — | — | $172K | 0.5% | |
| Cohen & Steers Instl Realty Shares Mutual Fund | — | — | — | $138K | 0.4% | |
| American Funds Inflation Linked Bd R6 Mutual Fund | — | — | — | $105K | 0.3% | |
| American Funds 2015 Trgt Date Retire R6 Mutual Fund | — | — | — | $51K | 0.1% | |
| American Funds 2010 Trgt Date Retire R6 Mutual Fund | — | — | — | $47K | 0.1% |